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Jan 31, 2013
01/13
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at the same time, we haven't even started the massive sandy rebuild. this confluence, while fabulous for our nation, happens to be a nightmare for money managers. a ton of the money coming in is going right to the s&p 500, and that's off like a rocket. plus the dow jones average chock full of companies that benefit from overseas markets which are improving, including europe, yes, europe, well, they're trooping higher too. that means bearish money managers, they have to scramble to keep up with the joneses and the s&ps. they're competing with the passive indices to justify their own reason for being. the gigantic buybacks executed every day make the job more difficult. there's not enough stock around to sate all these buyers. okay. now at a certain point, the market's got to cool down, as those who took the big risk of buying when others were selling, well, you know what? they ring the register. they cut back some of their holdings. that's today's markets to a tee. plus, when valuations get stretched, as they're being now, earnings have to be pretty dar
at the same time, we haven't even started the massive sandy rebuild. this confluence, while fabulous for our nation, happens to be a nightmare for money managers. a ton of the money coming in is going right to the s&p 500, and that's off like a rocket. plus the dow jones average chock full of companies that benefit from overseas markets which are improving, including europe, yes, europe, well, they're trooping higher too. that means bearish money managers, they have to scramble to keep up...
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Jan 26, 2013
01/13
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i don't think that was directly tied to hurricane sandy. it takes some time to really be able to respond to a calamity of that nature. but there will be a lot of rebuilding that will take place. we're positioned to take advantage of that. and there will be demand for all of those products. the challenge in every single case will be building that infrastructure back. but that will put some extra pressure on the housing market as well as just the general recovery that we're expecting this year. as we reported this morning, our estimate is that we would see housing starts recover in 2013 to about a million starts. that's a 30% increase off of last year. and in 2012 was up about 30% from 2011. so we're starting to see rebuild. but it's still very low levels compared to long-term trend needs for probably a million five to a million seven starts in this country. >> dan, the housing market can be the engine of a serious recovery because of how many people it takes, right? >> well, you have people buying houses, and you know, then they're visiting
i don't think that was directly tied to hurricane sandy. it takes some time to really be able to respond to a calamity of that nature. but there will be a lot of rebuilding that will take place. we're positioned to take advantage of that. and there will be demand for all of those products. the challenge in every single case will be building that infrastructure back. but that will put some extra pressure on the housing market as well as just the general recovery that we're expecting this year....
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Jan 16, 2013
01/13
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incurred, and we keep acting as it has, and no increacessation e buying according to lennar, and the sandy bailout will kick in by the second quarter, home depot will fly. we're through two of the washington stumbling blocks, the election and fiscal cliff. one more leg to go. debt ceiling. the last obstacle may be the least dangerous, judging by what happened last year with the overly dreaded debt downgrade and what's happening now. take your cue from the markets. here is the bottom line. washington fright fest is almost over, people. maybe time to break out the dr. strangelove handbook and learn how to stopped worrying and love the irrelevant gridlock that will soon face, once the debt ceiling is raised, and politics cease to be the biggest factor in our investment thinking. kevin in washington, kevin. >> caller: booyah, mr. brilliant one. a quick question. you know, with the higher cost of foods and energy, and the lower incomes we're all expecting, the average working person, do you think we can return to the dependence on our credit cards? if we are, is master card a good buy? >> i lik
incurred, and we keep acting as it has, and no increacessation e buying according to lennar, and the sandy bailout will kick in by the second quarter, home depot will fly. we're through two of the washington stumbling blocks, the election and fiscal cliff. one more leg to go. debt ceiling. the last obstacle may be the least dangerous, judging by what happened last year with the overly dreaded debt downgrade and what's happening now. take your cue from the markets. here is the bottom line....
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Aug 21, 2013
08/13
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sandy, i'm a realist and i think you are too. the idea of solving the fiscal issues, i don't see how that can happen. >> it's harder to see the crisis that causes the platform for that, jim, right now, i would agree. but what we have been seeing here in the u.s. is gradual improvement. we have seen this unusual relationship between industrial production. and we think that's part of the hesitation and the inventory, frankly the second quarter was a clunker in terms of the industrial side of the economy .1% increase in the industrial production at a time when the first report was 1.7 on gdp. we think that a lot of the items that have been the negatives in '12 and '13 go to a flat and perhaps you see europe start to grow a little bit in '14. we're not talking about the historic numbers, just get back positive instead of negative. get china to stabilize around a real seven versus some of the numbers that haven't been as fulsome on the industrial side. and the u.s. may not start the year with as much uncertainty as we did this year wh
sandy, i'm a realist and i think you are too. the idea of solving the fiscal issues, i don't see how that can happen. >> it's harder to see the crisis that causes the platform for that, jim, right now, i would agree. but what we have been seeing here in the u.s. is gradual improvement. we have seen this unusual relationship between industrial production. and we think that's part of the hesitation and the inventory, frankly the second quarter was a clunker in terms of the industrial side...
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Oct 25, 2013
10/13
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did business after hurricane sandy, but pretty much assured us it can maintain the momentum. october has been gangbusters. ll didn't skip a beat when federal authorities requested information about lumber sourcing. the company dismissed it and it never even came up in the question. these stores may not seem high quality. lumber liquidators has drawn the attention of my buddy, herb greenberg. my tractor supply seems hick. all right, so it's hick, but farmers aren't looking for the abercrombie & fitch of agricultural equipment, animal feed and pet supplies. when it comes to growth investors, these are tailor made companies. tractor supply sells at 30 times earnings and lumber liquidators sports a 40 multiple. that's why in the end they are the key to this market. they're the biotech of retail, junior oils of chain stores. both aren't done with their growth. lumber liquidators, third as many stores as tractor supply, their stocks aren't done going higher either. stick with cramer. >>> what a night. after the bell, microsoft, better top and bottom line. dupont, the huge spinoff i
did business after hurricane sandy, but pretty much assured us it can maintain the momentum. october has been gangbusters. ll didn't skip a beat when federal authorities requested information about lumber sourcing. the company dismissed it and it never even came up in the question. these stores may not seem high quality. lumber liquidators has drawn the attention of my buddy, herb greenberg. my tractor supply seems hick. all right, so it's hick, but farmers aren't looking for the abercrombie...
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Feb 6, 2013
02/13
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e.t.n., sandy cutler, chairman and ceo. stay with cramer. [ female announcer ] with secret outlast clear gel, there's no white marks or worries. [ man ] on in 5! [ female announcer ] it works as hard as you do... to outlast your day. [ man ] action! wow! [ female announcer ] secret outlast clear gel is better than the next leading invisible solid on white marks. secret outlast clear gel. but i'm still stubbed up. [ male announcer ] truth is, nyquil doesn't unstuff your nose. what? [ male announcer ] alka-seltzer plus liquid gels speeds relief to your worst cold symptoms plus has a decongestant for your stuffy nose. thanks. that's the cold truth! all right that's a fifth-floor thanprobleok.. not in my house! ha ha ha! ha ha ha! no no no! not today! ha ha ha! ha ha ha! jimmy how happy are folks who save hundreds of dollars switching to geico? happier than dikembe mutumbo blocking a shot. get happy. get geico. fifteen minutes could save you fifteen percent or more. >> it is time for the lightning round! are you ready skee-dadd
e.t.n., sandy cutler, chairman and ceo. stay with cramer. [ female announcer ] with secret outlast clear gel, there's no white marks or worries. [ man ] on in 5! [ female announcer ] it works as hard as you do... to outlast your day. [ man ] action! wow! [ female announcer ] secret outlast clear gel is better than the next leading invisible solid on white marks. secret outlast clear gel. but i'm still stubbed up. [ male announcer ] truth is, nyquil doesn't unstuff your nose. what? [ male...
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Apr 29, 2013
04/13
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. >> thank you sandy, this was an amazing quarter. you say even in the call that europe was -- you said it was omolasses. the economy over there was so slow. you saw some good asia. united nations okay. yet, you were still able to deliver remarkable marginles. should we be focused more on margins than revenue if we want to figure out what stocks will do these days? >> i think, obviously, you got to have real revenues. the key where you left off is in this relatively slow outlook, 2% gdp the companies can execute, create their own additional sales or additional profit. that's where we think the tonne is the for the shareholder. that's what we were able to do in this first quarter. you correctly noted, your sales up 34%. our profits up 28%. we exceed our own guidance for the quarter as well as the analyst consensus. we think we are off to a solid start in the year where marks won't bail everybody out. it will be execution that will be the key in 2013. >> i like to look at margin expectations. you have margin expect indications. -- expec
. >> thank you sandy, this was an amazing quarter. you say even in the call that europe was -- you said it was omolasses. the economy over there was so slow. you saw some good asia. united nations okay. yet, you were still able to deliver remarkable marginles. should we be focused more on margins than revenue if we want to figure out what stocks will do these days? >> i think, obviously, you got to have real revenues. the key where you left off is in this relatively slow outlook, 2%...
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Apr 3, 2013
04/13
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plus we have the gigantic rebuild that has to come from sandy. are your landfills starting to feel a little better? are you starting to make money on your bread and butter business? >> yeah, absolutely, jim. you said it all in your introduction. i can't say much more. when you have a home build or reconstruction, that generates waste. but then that customer that builds the house becomes a residential customer for us, and you get enough of those residents and guess what happens. commercial businesses start to move in, and that creates waste for us. and then finally for those folks that want to do those remodels, spring is coming up, we have a product that's unique to waste management. no one else in the industry has it and that's our bagster product, a product you can pick up at your home depot, target stores, and bring it and use it as a dumpster in a box for a very cheap price. $29.99 generally around the country. and then you can call us and we'll come pick it up. >> all right. last summer i visited one of your landfills, had a great view of th
plus we have the gigantic rebuild that has to come from sandy. are your landfills starting to feel a little better? are you starting to make money on your bread and butter business? >> yeah, absolutely, jim. you said it all in your introduction. i can't say much more. when you have a home build or reconstruction, that generates waste. but then that customer that builds the house becomes a residential customer for us, and you get enough of those residents and guess what happens. commercial...
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Feb 6, 2013
02/13
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e.t.n., sandy cutler, chairman and ceo. stay with cramer. on the beamer >> it is time for the lightning round! are you ready skee-daddy? time for the lightning round. let's go to j.j. in maryland. >> caller: wondering about dupont, ticker dd. >> i got to give you a major booyah for the ravens. dupont is just okay. not enough great execution. they should be doing better. i prefer eaton. dave in new york. dave. >> caller: i would like your opinion on mckesson, i like the -- >> i told someone this weekend, i like the numbers. harrison in michigan. >> caller: philipp's 66. >> i like refining. buy, buy, buy. i like to buy them on weakness. james in new york. >> caller: life technology. >> it is good on the fundamentals, too. i would buy half. and then the other half, 60, so you get an average. sonny in illinois. >> caller: a big booyah from the windy city. i love your show. long time fan. >> i appreciate it. >> caller: the company is huntsman, h u.n. >> go with georgia gulf. buy, buy, buy. go to john in florida. >> caller: jim, i would like your
e.t.n., sandy cutler, chairman and ceo. stay with cramer. on the beamer >> it is time for the lightning round! are you ready skee-daddy? time for the lightning round. let's go to j.j. in maryland. >> caller: wondering about dupont, ticker dd. >> i got to give you a major booyah for the ravens. dupont is just okay. not enough great execution. they should be doing better. i prefer eaton. dave in new york. dave. >> caller: i would like your opinion on mckesson, i like the...
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Feb 6, 2013
02/13
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the first one was sandy cutler. didn't produce anything you could act on because the stock had run up a couple of bucks. hour, he did mention that china's getting better. we've got to file that away for the next opportunity to play china. david pyatt, total gold rush. you see, he explained to us that allergen has not just one new drug, but possibility of a second blockbuster, an inhaled migraine fighter that his company now owns 100% of thanks to the pending purchase of pharmaceuticals. well, the interview broke no news, kind of like, you know, breaking news thing, it did produce something i felt that was better. a more pertinent impression, which was that pyatt's allergen's ever conservative ceo. always really conservative. when i said i read the tea leaves right, the fact he guided analysts higher, not lower this time meant he was more bullish than usual. his readiness to agree with that. this is a conservative guy. the readiness gave you a fabulous trade. allergen went to 108 1/2 as it should have. you can hold o
the first one was sandy cutler. didn't produce anything you could act on because the stock had run up a couple of bucks. hour, he did mention that china's getting better. we've got to file that away for the next opportunity to play china. david pyatt, total gold rush. you see, he explained to us that allergen has not just one new drug, but possibility of a second blockbuster, an inhaled migraine fighter that his company now owns 100% of thanks to the pending purchase of pharmaceuticals. well,...
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May 2, 2013
05/13
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we had sandy cutler on of eaton. a remarkable quarter with clean runway. the zok ststock went up. today it was down. does that mean eaton actually had a bad quarter or mean when the fact goes down it has a greater impact on a stock like eaton than other stocks because eaton is a wild trader? the market is give you a chance to buy dominos at prices you shouldn't be able to get at based on the remarkable performance of the companies. i would differently if something actually happened today that drove stocks down. if the fed said it was going to tighten and stop buying bonds, if president obama was going to push for a 50% transaction tax tax, if europe decided to raise rates, if the chinese communists mandated lower prices for all stocks including those overseas because they're really powerful. none of those things occurred. we've been up a lot. people want to lock in profits. they don't want to give up gains. nobody got hurt taking a profit. stocks went down. it happens. did you know -- it could happen again tomorrow. maybe in the next day. just maybe the sale continues. long sale,
we had sandy cutler on of eaton. a remarkable quarter with clean runway. the zok ststock went up. today it was down. does that mean eaton actually had a bad quarter or mean when the fact goes down it has a greater impact on a stock like eaton than other stocks because eaton is a wild trader? the market is give you a chance to buy dominos at prices you shouldn't be able to get at based on the remarkable performance of the companies. i would differently if something actually happened today that...
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May 1, 2013
05/13
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the day before we had sandy cutler on, ceo of eaton. a clean runway but the stock went up before people could buy it. today eaton was down $2.14. it's down 3.5%. does that mean that eaton had a bad quarter, or does it mean when the market goes down, it has a greater impact on eaton than a lot of other stocks. to me this stuff is patently obvious. the market is giving you a chance to buy domino's at prices you shouldn't be able to get at based on the remarkable performance of these companies. i would feel differently if something actually happened today that drove stocks down. if the fed said it was going to tighten and stop buying bonds, if president obama was going to push for a 50% transaction tax, if europe had decided to raise rates, if the chinese communists had mandated lower prices for all stocks including those overseas because you know they're really powerful, but none of those things occurred. we've been up a lot. people want to lock in profits. they don't want to give up gains. nobody ever got hurt taking a profit. so stocks
the day before we had sandy cutler on, ceo of eaton. a clean runway but the stock went up before people could buy it. today eaton was down $2.14. it's down 3.5%. does that mean that eaton had a bad quarter, or does it mean when the market goes down, it has a greater impact on eaton than a lot of other stocks. to me this stuff is patently obvious. the market is giving you a chance to buy domino's at prices you shouldn't be able to get at based on the remarkable performance of these companies. i...
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Oct 26, 2013
10/13
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let check in with sandy cutler the ceo of eaton, bell come back to ""mad money." request itself. >> tanks, jim. >> a difference when i listened to you in the summer. there seem to be things that gained moment item almost if it can be honest week to week to where october seems to be the strongest period that you've had, even though it's not covered by the quarter. you can that be? how are you able to experience that? >> you are right, jim. we think a very solid quarter, sales up 42%. all time record in sales. we think the real message the one you just hit on we saw a 5% increase in our global electrical bookings. we saw an 8% increase in our hydraulic bookings in the quarter. perhaps even more significantly than that, the early portions of october are going quite well as well. so we're encouraged and we think that we're starting to see some momentum build. we still think this year we're likely to see a full year of almost no growth in our end markets but are becoming more comfortable with a 3 to 4% of growth rate for our businesses next year. if we can have a recor
let check in with sandy cutler the ceo of eaton, bell come back to ""mad money." request itself. >> tanks, jim. >> a difference when i listened to you in the summer. there seem to be things that gained moment item almost if it can be honest week to week to where october seems to be the strongest period that you've had, even though it's not covered by the quarter. you can that be? how are you able to experience that? >> you are right, jim. we think a very solid...
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Jan 30, 2013
01/13
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and hurricane sandy. let's start with the former. you know what? we never have a memory for the fear certain events engendered. but it was only a month ago that our country seemed on the verge of an astounding series of negative events courtesy of that cliff. the air was thick with charges and anger and partisanship, frankly it was kind of insane. the worst since congress after the civil war. it was a terrible time for the republic. we were the world's laughing stock, it was impossible, impossible for individuals or companies to figure out what they could possibly do without knowing what would happen with their taxes. the uncertainty was horrendous, the mood sour. . we were getting all sorts of cross currents about what would happen with corporate and personal taxes. were they going to raise taxes, were capital gains going up? would the alternative minimum tax snare millions of people? would businesses have to start a whole brand new round of layoffs? executive after executive came on this show to say, look, we can't do a thing. what's the point? w
and hurricane sandy. let's start with the former. you know what? we never have a memory for the fear certain events engendered. but it was only a month ago that our country seemed on the verge of an astounding series of negative events courtesy of that cliff. the air was thick with charges and anger and partisanship, frankly it was kind of insane. the worst since congress after the civil war. it was a terrible time for the republic. we were the world's laughing stock, it was impossible,...
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Jul 24, 2013
07/13
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right now, housing is on the rise and particularly in the northeast because of hurricane sandy where thousands of homes were destroyed. home depot is marketing a new wood in that area that's fireproof and mold resistant. do you think that will help home depot pick up market share? and is home depot a -- >> no, look, it's a rising tide situation there. and it's very gut-wrenching right now. lumber liquidators was up gigantically. that should bode well for home depot. every time we see a different interest rate climb, people sell these stocks. i'm not going to bet against home depot. if it comes down -- i've already told stephanie link, coresearch director with me, i want to -- buy home depot for the charitable trust. end of story. >> caller: hi, thanks, for taking my call, jim. i just wanted to find out what's happening with the linn energy and -- >> well, people are very concerned, they think that coal's not that good. linn energy, that is in the grips of one of the greatest bull/bear battles i've ever seen. and until the sec blesses the accounting, you're going to see this war rage
right now, housing is on the rise and particularly in the northeast because of hurricane sandy where thousands of homes were destroyed. home depot is marketing a new wood in that area that's fireproof and mold resistant. do you think that will help home depot pick up market share? and is home depot a -- >> no, look, it's a rising tide situation there. and it's very gut-wrenching right now. lumber liquidators was up gigantically. that should bode well for home depot. every time we see a...
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Nov 1, 2013
11/13
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that same night sandy in connecticut called about fly leasing with super fly ticker fly. here's a company with a 6% yield that rents aircraft to airline customers. unfortunately, it doesn't live up to the movie, let alone the fabulous curtis mayfield soundtrack. i'm concerned the profits may not be so hot as current contracts have disappointed. this is a speculative way to play the industry, which i know i like. i like delta more, though. i think you need to see fly leasing results and get clarity on whether they have the cash flow to sustain that very big dividend. on friday october 18th they asked for an early trick-or-treat on tablo. this was a recent ipo. i had to do more research on it. operates in business intelligence, providing cloud-based software to its customers so they can analyze large amounts of dated that. they crushed the estimates, 17 cents earning beat and raising guidance. the stock in response popped 9 % but drifted lower on post-ipo lockup expirations and filings of a big secondary offering. while i see tableua go higher, over the near term the compan
that same night sandy in connecticut called about fly leasing with super fly ticker fly. here's a company with a 6% yield that rents aircraft to airline customers. unfortunately, it doesn't live up to the movie, let alone the fabulous curtis mayfield soundtrack. i'm concerned the profits may not be so hot as current contracts have disappointed. this is a speculative way to play the industry, which i know i like. i like delta more, though. i think you need to see fly leasing results and get...
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Sep 6, 2013
09/13
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let's go to sandy in new jersey. sandy? >> caller: yes, sandy in new jersey, i wanted to find out what your outlook is on pandora. >> all right. i've seen so much negativity thrown at this stock and it doesn't go down. you know what that says to me? that means it's going higher! i want to own pandora. that's a new position for me. i have not liked it. let's go to don in wyoming. don? >> caller: big boo-yah from jackson hole. >> say hello to those fed people out there. what's up? >> caller: oh, my girlfriend, i think, loves you more than me. >> you know what, i have to say it's -- i'm not familiar with her work. >> caller: one to three years, already holding. >> that's a buy. the stock, this is -- >> buy, buy, buy -- >> we're going to stick with that stock. let's go to austin in california, which is really in texas but we're going to go to austin in california. austin? >> caller: hey, jim, boo-yah from san diego. >> san diego. so beautiful. say hello to ed greenberg there. he's wearing that fancy kind of cool black look now.
let's go to sandy in new jersey. sandy? >> caller: yes, sandy in new jersey, i wanted to find out what your outlook is on pandora. >> all right. i've seen so much negativity thrown at this stock and it doesn't go down. you know what that says to me? that means it's going higher! i want to own pandora. that's a new position for me. i have not liked it. let's go to don in wyoming. don? >> caller: big boo-yah from jackson hole. >> say hello to those fed people out there....
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Feb 7, 2013
02/13
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sandy in ohio, sandy? >> caller: yes. three granddaughter boo-yah to you today. i have a question on vodafone. because of their continued weakness in revenue primarily due to europe but their increase in the united states with verizon wireless and the emerging markets to me it makes the stake in verizon wireless more open to play. do you think they'll sell part or all of the stake in verizon wireless to get the -- off set the loss of revenue and if so, what effect would that be to europe and america and the emerging markets? >> i don't think they'll sell it because when a company has a lot of bad assets and when they have that one fabulous asset they don't sell it to fund the weaker assets because i think vodafone has great assets, but some are weak. they yielded 3.8%, that's the current yield. the european one has changed. verizon has a 4.63% yield. doing very well. a much better idea to sell vodafone and buy buy buy verizon. let's go to dean in virginia. dean? >> caller: hey, big nittany lion boo-yah to you. >> unbelievable record despite boo-yah. >> caller: i
sandy in ohio, sandy? >> caller: yes. three granddaughter boo-yah to you today. i have a question on vodafone. because of their continued weakness in revenue primarily due to europe but their increase in the united states with verizon wireless and the emerging markets to me it makes the stake in verizon wireless more open to play. do you think they'll sell part or all of the stake in verizon wireless to get the -- off set the loss of revenue and if so, what effect would that be to europe...
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Jan 3, 2013
01/13
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and then frank blake, the management here has been taking shares aggressively and i bet the post-sandy rebuild will be terrific for business. i see another fantastic year for home depot. >> diness with remarkably resilient numbers. i think the stock can go up 10% from here easily. it's already started to recover, meaningly from the so-called disappointing quarter. that fourth quarter rally in the financials gave new life to jpmorgan, travelers the insurance company up 21%. i don't know if these can maintain that base. i'm not as bullish. jpmorgan seems to fail at these prices. fail the stock, not the company. the company is doing fine. my hope, i fear the company won't be able to repeat the performance. american express seems tapped out, prefer mastercard, visa and travellers is a fabulously run company. it's not one you expected expect to go up 21% over 21%. how about general electric? it advanced 17% despite down beat chatter, analysts being too down beat if you ask me. and an "and gas kicker could be rebounding because of china. pfizer was up 15% last year and i think that not only
and then frank blake, the management here has been taking shares aggressively and i bet the post-sandy rebuild will be terrific for business. i see another fantastic year for home depot. >> diness with remarkably resilient numbers. i think the stock can go up 10% from here easily. it's already started to recover, meaningly from the so-called disappointing quarter. that fourth quarter rally in the financials gave new life to jpmorgan, travelers the insurance company up 21%. i don't know if...
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Jan 3, 2013
01/13
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eaton, that sandy cutler has done a remarkable job. but i'm not a buyer of stocks after an up 3% move, when they pull back it's going to be eaton is the one that i like. the best stock of 2013? it could be ford. don't outthink it. the business is starting to boom. and the winner will be the letter f. don't move. first lightning round of 2013 is coming up. >>> it is time, the lightning round. cramer's "mad money," as we take you calls my staff prepares the graphics, we play to the sound. and then the lightning round is over. that's on the fly. hey, before i start i want to dedicate this rally, this lightning round to everybody who stayed with the rally and listened to the show, because that was the right thing to do. are you ready? start with the lightning round. i'm going to go to dan in florida. dan? >> caller: happy new year, dr. cramer, how are you doing? >> not bad, i'm glad i got that doctor. what's going on? >> caller: i own walgreen's stock, is it time to pull profits or is there still room for growth in 2013? >> i think it's pr
eaton, that sandy cutler has done a remarkable job. but i'm not a buyer of stocks after an up 3% move, when they pull back it's going to be eaton is the one that i like. the best stock of 2013? it could be ford. don't outthink it. the business is starting to boom. and the winner will be the letter f. don't move. first lightning round of 2013 is coming up. >>> it is time, the lightning round. cramer's "mad money," as we take you calls my staff prepares the graphics, we play to...
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May 8, 2013
05/13
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they said they are seeing a lot of sandy business. is it finally here? >> i think that will take some time to play out. people have to get their insurance proceeds. in some place, it's not clear they get to rebuild. there is some rebuilding activity that will take place. it will happen more quickly than it's happening in japan, i'll tell you that. >> i know governor christie assured me, my beach places will all come back. are you from my area originally before you moved to seattle. it has been pretty dismated. there has not -- decimated. there has not been a lot of rebuilding yet. >>> your earnings per acre much higher than plum creek. you're at $78 per acre. what explains your better numbers per square per acre. >> the unique differentiator for us are our west coast plans. we have 2 million acres. in washington and oregon state, west of the cascade mountains. they're doug liss fir, a higher value of species, they're bigger, stronger, straighter and they are in high demand in asia and especially in japan but also for the california market. so now as the
they said they are seeing a lot of sandy business. is it finally here? >> i think that will take some time to play out. people have to get their insurance proceeds. in some place, it's not clear they get to rebuild. there is some rebuilding activity that will take place. it will happen more quickly than it's happening in japan, i'll tell you that. >> i know governor christie assured me, my beach places will all come back. are you from my area originally before you moved to seattle....
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141
Sep 10, 2013
09/13
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or how about etn, sandy cutler who comes on the show was upgraded from hold to buy by morgan stanley. etn has been in the doghouse since it guided in the last quarter. what happens if it turns into a tailwind with a genuine rebound in business? you don't want to overlook asia for eaton. it came before the negative guidance. it, like ford, could be breaking out here. now think about all of the u.s. companies that are levered to china. not that long ago famed short seller jim chanos lowered the boom when david faber asked him about it, he called, chanos called the huge machinery maker a master short and thought it would be one of the best shorts in ages and i don't know if he covered or was long, but the stock did subsequently drop and a turn in china where caterpillar was dramatically overinventoried could be huge for cat and any better orders out of china will take the worst-performing dow stock higher, 10%, perhaps more. how about cummins, cmi. and cummins is relying on china for the upside. all right. let's talk about the elephant in the room. tomorrow's big launch is all about a ne
or how about etn, sandy cutler who comes on the show was upgraded from hold to buy by morgan stanley. etn has been in the doghouse since it guided in the last quarter. what happens if it turns into a tailwind with a genuine rebound in business? you don't want to overlook asia for eaton. it came before the negative guidance. it, like ford, could be breaking out here. now think about all of the u.s. companies that are levered to china. not that long ago famed short seller jim chanos lowered the...
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Apr 30, 2013
04/13
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let's check in with sandy kru d cutler, chairman and ceo of the company. mr. cutler, welcome back to "mad money.." >> good evening, jim, great to be back with you tonight. >> ythis is an amazing quarter, you say even in the call europe is molasses, the economy over there is so slow, you saw some good asia, united states okay, yet you were still able to deliver remarkable margins. should we be focused more on margins than revenue if we want to figure out what a stock is going to do these days? >> obviously you have to have the revenues. the real key is where you led off tonight, in this relatively slow growth outlook around the world, 2% gdp, the companies that can execute, they can create their own sources of additional sales, their own sources of additional profit. that's really where we think the opportunity is for the shareholder and what we were able to do in the first quarter. you correctly thonoted, profits 28%. we exceeded our own guidance for the quarter as well as the analyst consensus. we're off to a really solid start in a year where markets aren't
let's check in with sandy kru d cutler, chairman and ceo of the company. mr. cutler, welcome back to "mad money.." >> good evening, jim, great to be back with you tonight. >> ythis is an amazing quarter, you say even in the call europe is molasses, the economy over there is so slow, you saw some good asia, united states okay, yet you were still able to deliver remarkable margins. should we be focused more on margins than revenue if we want to figure out what a stock is...
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Jan 19, 2013
01/13
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one, you had the impact of hurricane sandy where the markets were closed for a couple of days. we saw average daily revenue in the business drop from about 1.2 to about $1.1 million, which is still within our range of expected outcomes. and it tends to be a very profitable level for us. so it drifted down a little bit. you had in terms of the way the fourth quarter usually plays out, you were short a couple of business days. but we expect that business to be pretty stable. we don't think interest rates are going to change an awful lot in 2013. our client base, particularly the financial institution client base still has a lot of cash to be invested. we think we've got good coverage of that marketplace. and we think we'll do very well in 2013. >> you brought back a huge amount of stock. a huge amount. so that is -- you're trying to figure out your capital allocation. i'm sure someone will say, listen, we've got to save it for a rainy day. and you chose to buy it all in. how do you feel about given the fact that people were somewhat negative today about the stock? >> well, i thin
one, you had the impact of hurricane sandy where the markets were closed for a couple of days. we saw average daily revenue in the business drop from about 1.2 to about $1.1 million, which is still within our range of expected outcomes. and it tends to be a very profitable level for us. so it drifted down a little bit. you had in terms of the way the fourth quarter usually plays out, you were short a couple of business days. but we expect that business to be pretty stable. we don't think...
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Jan 3, 2013
01/13
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WBAL
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eaton, that sandy cutler has done a remarkable job. but i'm not a buyer of stocks after an up 3% move, when they pull back it's going to be eaton is the one that i like. the best stock of 2013? it could be ford. don't outthink it. the business is starting to boom. and the winner will be the letter "f." don't move. first lightning round of 2013 is coming up. wiffer dusters, a great clean doesn't have to take longer. i'm done. i'm gonna read one of these. i'm gonna read one of these! [ female announcer ] unlike sprays and dust rags, swiffer 360 duster's extender gets into hard-to-reach places without the hassle. so you can get unbelievable dust pickup in less time without missing a thing. i love that book. can you believe the twin did it? ♪ swiffer. great clean in less time. or your money back. >> with hotwire's low prices, i can afford to visit chicago for my first big race and l.a. for my best friend's wedding. because when hotels have unsold rooms, they use hotwire to fill them. so i got my hotels for half-price! >> men: ♪ h-o-t-w
eaton, that sandy cutler has done a remarkable job. but i'm not a buyer of stocks after an up 3% move, when they pull back it's going to be eaton is the one that i like. the best stock of 2013? it could be ford. don't outthink it. the business is starting to boom. and the winner will be the letter "f." don't move. first lightning round of 2013 is coming up. wiffer dusters, a great clean doesn't have to take longer. i'm done. i'm gonna read one of these. i'm gonna read one of these! [...
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Feb 5, 2013
02/13
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. >> without pointing fingers at the super bowl, we had hurricane sandy, are we seeing a wholesale re-evaluation on what utilities have to spend, to keep up with mother nature, and equipment not able to withstand certain power surges? >> a couple of questions in there. clearly, whenever you have natural tragedies. wind and weather and electric don't work well together. like in a big oil and gas refinery. yes, we do have an aging infrastructure in the united states, it is one of the reasons we like the cooper acsig. and the overall concept at eaton, we want balance across end markets, geographies, and we knowledge that brings value to investors. >> you have a meeting coming up. you continue to be the great growth, chairman and ceo of eaton corporation. >> good to talk to you tonight. >> seemingly forever, this is a great american company that should be in your portfolio. e.t.n., andy cutler, chairman and coe. -- ceo. >> it is time for the lightning round! are you ready? time for the lightning round. go to j.j. in maryland. >> caller: wondering about dupont, ticker, dd. >> i have to give you a maj
. >> without pointing fingers at the super bowl, we had hurricane sandy, are we seeing a wholesale re-evaluation on what utilities have to spend, to keep up with mother nature, and equipment not able to withstand certain power surges? >> a couple of questions in there. clearly, whenever you have natural tragedies. wind and weather and electric don't work well together. like in a big oil and gas refinery. yes, we do have an aging infrastructure in the united states, it is one of the...
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Mar 12, 2013
03/13
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despite all the things that went wrong in the fourth quarter, and many predictable, including hurricane sandy shutting down a big swath of the northeast for a week or more in some places. even though petsmart disappointed, these numbers shouldn't have been that much of a surprise. but the analysts didn't take the numbers down ahead of it. still, the company just reported what many consider a lousy quarter. that makes me think why am i out here recommending the stock? am i simply banking on the fact that this has been an incredibly forgiving market where lots of companies have missed numbers like target or walmart, only to see their stocks ultimately surge higher? okay, that is a part of it. target has had an amazing year. the real reason is petsmart has come down to a point where i think it represents some value versus its growth rate. the 2013 guidance that everyon is pooh-poohing is actually not that bad, maybe even darn good, up nine, the stock was too expensive. down nine it's cheap. many people in america treat their cats and dogs better than they treat their kids. now, wait a second, th
despite all the things that went wrong in the fourth quarter, and many predictable, including hurricane sandy shutting down a big swath of the northeast for a week or more in some places. even though petsmart disappointed, these numbers shouldn't have been that much of a surprise. but the analysts didn't take the numbers down ahead of it. still, the company just reported what many consider a lousy quarter. that makes me think why am i out here recommending the stock? am i simply banking on the...
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Oct 26, 2013
10/13
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. >> i'll tell you, sandy, i'm so glad. it was tough in the summer. i know you were unhappy with your forecast. i think people misunderstood the headlines today. it's obviously a much better than expected story. thank you so much for coming on "mad money". >> thanks, jim. always good to talk to you. >> that was chairman and ceo of eaton. stay with cramer. >> by helping defend their financial futures. if you or someone in your family is proudly serving or has served in america's armed forces, we invite you to join our live studio audience on november 8 for "mad money" invest in america, salute to the troops. for tickets go to madmoney.cnbc.com. and this sorry to interrupt, your premium right here. i just want to say, i combined home and auto with state farm, saved 760 bucks. love this guy. okay, does it bother anybody else that the mime is talking? frrreeeeaky! [ male announcer ] bundle home and auto and you could save 760 bucks. alright, mama, let's get going. [ yawns ] naptime is calling my name. [ male announcer ] get to a better state. state farm.
. >> i'll tell you, sandy, i'm so glad. it was tough in the summer. i know you were unhappy with your forecast. i think people misunderstood the headlines today. it's obviously a much better than expected story. thank you so much for coming on "mad money". >> thanks, jim. always good to talk to you. >> that was chairman and ceo of eaton. stay with cramer. >> by helping defend their financial futures. if you or someone in your family is proudly serving or has...